Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SREYX (SIMT REAL ESTATE FUND CLASS Y) | 11.71% | 12.76% | 12.76% | 5.14% | 6.89% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SREYX (SIMT REAL ESTATE FUND CLASS Y) | 01/02/2015 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.61 | 12.76 | 12.76 | 5.14 | 6.89 | NA | NA | … | … | 11.71 | -7.46 | 10.90 | 16.12 | -25.67 | 44.39 | -3.26 | 25.45 | -5.70 | 5.45 | 6.58 | 2.68 |
| Sharpe Ratio | NA | 0.76 | 0.62 | 0.17 | 0.24 | NA | NA | … | … | 1.99 | -0.56 | 0.45 | 0.60 | -1.08 | 2.92 | -0.08 | 1.95 | -0.44 | 0.48 | 0.38 | 0.16 |
| Standard Deviation(%) | NA | 12.89 | 16.86 | 19.10 | 21.21 | NA | NA | … | … | 13.97 | 18.82 | 16.19 | 21.07 | 25.10 | 15.20 | 43.76 | 12.29 | 16.22 | 9.97 | 16.63 | 16.98 |
| Draw Down(%) | NA | 7.79 | 16.89 | 32.18 | 41.30 | NA | NA | … | … | 7.79 | 14.30 | 9.78 | 19.02 | 32.18 | 7.06 | 41.30 | 6.41 | 13.36 | 5.79 | 14.28 | 16.11 |
| Yield(%) | 0.00 | 10.34 | 7.06 | 5.81 | 7.10 | 5.15 | 3.86 | … | … | 0.00 | 11.15 | 5.66 | 2.65 | 4.00 | 9.84 | 6.05 | 10.37 | 14.16 | 8.60 | 13.23 | 6.04 |
Data as of 06/04/2026, Common starting date is 01/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SREYX (SIMT REAL ESTATE FUND CLASS Y) |
-1.45%
Dec 2021 – Dec 2024 |
0.44%
Mar 2015 – Mar 2020 |
5.96%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SREYX (SIMT REAL ESTATE FUND CLASS Y) |
20.56%
Dec 2018 – Dec 2021 |
11.97%
Mar 2020 – Mar 2025 |
7.63%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart